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First Trust Long/Short Equity ETF

253 hedge funds and large institutions have $1.76B invested in First Trust Long/Short Equity ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 114 increasing their positions, 88 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 11

30% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 88

10% more funds holding

Funds holding: 231253 (+22)

9% more capital invested

Capital invested by funds: $1.61B → $1.76B (+$150M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.64% more ownership

Funds ownership: 79.98%81.63% (+1.6%)

Holders
253
Holders Change
+22
Holders Change %
+9.52%
% of All Funds
3.08%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.15%
New
35
Increased
114
Reduced
88
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$373M +$5.54M +78,397 +2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$181M +$5.54M +78,470 +3%
LPL Financial
3
LPL Financial
California
$170M +$10.6M +149,648 +7%
Ameriprise
4
Ameriprise
Minnesota
$166M +$3.98M +56,351 +2%
Raymond James Financial
5
Raymond James Financial
Florida
$41.8M +$2.16M +30,631 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$41.7M -$66.4K -940 -0.2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$39.2M +$1.75M +24,705 +5%
AssetMark Inc
8
AssetMark Inc
California
$36.1M +$31.5M +446,569 +728%
Truist Financial
9
Truist Financial
North Carolina
$33.6M +$3.18M +45,071 +11%
CTC
10
Central Trust Company
Missouri
$30M +$1.75M +24,707 +6%
Stifel Financial
11
Stifel Financial
Missouri
$23.4M +$745K +10,542 +3%
HPC
12
Hobart Private Capital
North Carolina
$21.8M +$201K +2,851 +0.9%
VA
13
VestGen Advisors
Illinois
$20.9M +$20.8M +293,769 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$20M +$1.68M +23,742 +9%
MFG
15
Merit Financial Group
Georgia
$17.4M +$10.6M +150,598 +159%
CPG
16
Cornerstone Planning Group
New Jersey
$15.6M -$391K -5,536 -2%
Osaic Holdings
17
Osaic Holdings
Arizona
$15M -$1.24M -17,623 -8%
EC
18
EdgeRock Capital
Colorado
$14.5M +$132K +1,875 +0.9%
WIM
19
WealthPlan Investment Management
Nebraska
$13.1M -$2.21M -31,263 -14%
EFG
20
Ethos Financial Group
Pennsylvania
$12.9M +$736K +10,414 +6%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$11.7M -$641K -9,068 -5%
HighTower Advisors
22
HighTower Advisors
Illinois
$11.2M -$2.1M -29,728 -16%
Mariner
23
Mariner
Kansas
$11.1M +$9.34M +132,225 +560%
CWM
24
Centric Wealth Management
Illinois
$9.74M -$83.8K -1,186 -0.9%
CPCM
25
Cardinal Point Capital Management
Ontario, Canada
$9.62M +$582K +8,241 +6%